Market Cap
$21.0B
JBHT
HUNT J B TRANSPORT SERVICES INC
$233.01 ▲ +2.56%
Prev close $227.20Market cap$21.0B
ConsensusBuy
12-mo target$296.26 (+27.1%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)38 New Institutional Positions12 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on JBHT right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (61%)
Inst. Holders
50 funds
Inst. Value
$15.9B
Inst. Activity
38 buys / 12 sells
Insider Activity
$0.00 buy / $5.8M sell
Insider Net $
-$5.8M
Social Sentiment
57° Neutral
SEC Reports
10
Price chart 30d -10.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 other
Rosen Law Firm Encourages J.B. Hunt Transport Services, Inc. Investors to Inquire About Securities Class Action Investigation - JBHT
NEW YORK, Sept. 28, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, announce
Jun 30, 2026 Inst.
UBS AM, a distinct — ADD
1,056,398 shares ($305.8M)
Jun 30, 2026 Inst.
Jun 8, 2026 SEC NORGES BANK — NEW
1,015,081 shares ($293.8M)
Two EVPs sold a total of ~$626K in JBHT shares over a 4-day window, with Webb (Final Mile Services) accounting for 68% o
CLUSTER — Impact 2/10
Jun 5, 2026 Insider
Webb Brian sold 1,500 shares
EVP- Final Mile Services @ $284.01 ($426.0K)
Jun 5, 2026 Insider
Keefauver David sold 703 shares
EVP of People @ $285.13 ($200.4K)
Jun 2, 2026 Insider
May 26, 2026 SEC GARRISON EARL WAYNE gifted 76,744 shares
Honorary Founding Director
Three senior executives at J.B. Hunt sold a total of $3.54M in stock over a week, representing a negligible 0.015% of th
CLUSTER — Impact 2/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
61% rate it Buy or better · 31 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Sep 17, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 17, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Sep 17, 2026 | Citizens | UPGRADE | Market Outperform | 38% |
| Sep 17, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 16, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 16, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 16, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 20, 2026 | Citizens | REITERATE | Market Perform | 38% |
| Jul 16, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 11 | 11 | 1 | 0 | 61% | |
| Aug 1, 2026 | 8 | 11 | 11 | 1 | 0 | 61% | |
| Jul 1, 2026 | 7 | 11 | 11 | 1 | 0 | 60% | |
| Jun 1, 2026 | 7 | 11 | 11 | 1 | 0 | 60% | |
| May 1, 2026 | 7 | 11 | 12 | 1 | 0 | 58% | |
| Apr 1, 2026 | 7 | 11 | 12 | 1 | 0 | 58% | |
| Mar 1, 2026 | 7 | 11 | 12 | 1 | 0 | 58% | |
| Feb 1, 2026 | 7 | 11 | 12 | 1 | 0 | 58% |
Price targets
Where 23 covering analysts think JBHT trades over the next 12 months.
$296.26 +27.1% upside Strong Buy
Current$233.01 Low$182.00 Median$302.00 High$370.00 23 analysts
$182.00$370.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood -33.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 9 neutral · avg impact 2.9/10.
NEUTRALCLUSTER2/10
Two EVPs sold a total of ~$626K in JBHT shares over a 4-day window, with Webb (Final Mile Services)
Jun 8, 2026
NEUTRALCLUSTER2/10
Three senior executives at J.B. Hunt sold a total of $3.54M in stock over a week, representing a neg
May 26, 2026
NEUTRALCLUSTER2/10
Two JBHT division presidents — Bradley Hicks (President of DCS) and Darren Field (EVP/President Inte
May 18, 2026
NEUTRALCOURT-RULING2/10
J.B. Hunt successfully moved to dismiss a breach-of-contract claim brought by National Union Fire In
May 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
other
Rosen Law Firm Encourages J.B. Hunt Transport Services, Inc. Investors to Inquire About Securities Class Action Investigation - JBHT
NEW YORK, Sept. 28, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims
Sep 24, 2026
other
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of J.B. Hunt Transport Services, Inc. - JBHT
NEW YORK, Sept. 24, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors J.B. Hunt Transport Services, Inc. ("J.B. Hunt"
Sep 21, 2026
other
Rosen Law Firm Encourages J.B. Hunt Transport Services, Inc. Investors to Inquire About Securities Class Action Investigation - JBHT
NEW YORK, Sept. 21, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities cl
Sep 18, 2026
short_volume
Short Volume: JBHT — 59.5% short (0.4M / 0.6M)
Short: 353,899 | Exempt: 25 | TRF Vol: 594,643 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: JBHT — 55.1% short (0.4M / 0.7M)
Short: 404,064 | Exempt: 13,577 | TRF Vol: 733,356 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.96 | $1.75–$2.22 | 11.4% | -8.4% | 19↑ 0↓ | $3.6B | 21 |
| Next Q | $2.19 | $1.94–$2.64 | 15.0% | -4.9% | 20↑ 0↓ | $3.6B | 21 |
| Current FY | $7.54 | $7.10–$8.25 | 23.2% | -3.6% | 22↑ 0↓ | $13.7B | 22 |
| Next FY | $10.00 | $9.00–$11.25 | 32.6% | -1.2% | 22↑ 0↓ | $15.0B | 23 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.960 | — |
| 7d ago | $1.975 | -0.015 |
| 30d ago | $2.140 | -0.180 |
| 60d ago | $2.140 | -0.180 |
| 90d ago | $2.032 | -0.072 |
Institutional ownership
Which big funds own JBHT (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $15.9B total value (55,043,331 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 6,335,217 | $1.8B | 11.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,900,043 | $1.4B | 8.9% | — |
| AQR CAPITAL MANAGEMENT LLC | 4,156,396 | $1.2B | 7.5% | — |
| STATE STREET CORP | 3,991,314 | $1.2B | 7.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,836,312 | $1.1B | 7.0% | — |
| Jupiter Topco LLC | 3,079,671 | $891.3M | 5.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,082,691 | $600.5M | 3.8% | — |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,063,909 | $597.4M | 3.8% | — |
| MORGAN STANLEY | 1,880,915 | $544.4M | 3.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 641,561 | 1,056,398 | +64.7% | $305.8M |
| NORGES BANK | NEW | — | 1,015,081 | — | $293.8M |
| Artemis Investment Management LLP | ADD | 607,335 | 784,932 | +29.2% | $227.2M |
| GOLDMAN SACHS GROUP INC | ADD | 447,505 | 723,325 | +61.6% | $209.4M |
| AMERICAN CENTURY COMPANIES INC | ADD | 291,667 | 537,831 | +84.4% | $155.7M |
| Amundi | TRIM | 769,453 | 494,292 | -35.8% | $143.1M |
| Vinva Investment Management Ltd | DOUBLED | 7,904 | 412,698 | +5121.4% | $119.6M |
| Qube Research & Technologies Ltd | TRIM | 539,455 | 324,475 | -39.9% | $93.9M |
| D. E. Shaw & Co., Inc. | TRIM | 647,360 | 314,257 | -51.5% | $91.0M |
| Nuveen, LLC | ADD | 237,542 | 305,055 | +28.4% | $88.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
20 insiders, 50 transactions. Net -$5.8M — $0.00 bought, $5.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Webb Brian | EVP- Final Mile Services | SELL | 1,500 | $284.01 | $426.0K |
| Jun 5, 2026 | Keefauver David | EVP of People | SELL | 703 | $285.13 | $200.4K |
| Jun 2, 2026 | GARRISON EARL WAYNE | Honorary Founding Director | GIFT | 76,744 | — | — |
| May 29, 2026 | Hobbs Nicholas | EVP and COO | GIFT | 6,204 | — | — |
| May 28, 2026 | ROBO JAMES L | Director | J | 37,856 | $270.24 | $10.2M |
| May 19, 2026 | Frazier Spencer | EVP of Sales and Marketing | SELL | 2,000 | $258.20 | $516.4K |
| May 15, 2026 | Hicks Bradley W. | President of DCS | SELL | 7,644 | $261.91 | $2.0M |
| May 14, 2026 | Field Darren P. | EVP and President Intermodal | SELL | 4,000 | $254.49 | $1.0M |
| May 5, 2026 | Delco Albert Brad | EVP & CFO | GIFT | 98 | — | — |
| Apr 23, 2026 | Biggs M. Brett | Director | AWARD | 855 | $253.71 | $216.9K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for JBHT.
Shares short
2,036,176
Settlement Sep 15, 2026
Change vs prior
-21.1%
Semi-monthly cycle
Days to cover
2.4
At avg daily volume
Of shares outstanding
≈2.2%
Estimate — not % of float
All JBHT filing & press-release reports (10)
- CLUSTER reportJun 8, 2026
- CLUSTER reportMay 26, 2026
- CLUSTER reportMay 18, 2026
- COURT-RULING reportMay 3, 2026
- CLUSTER reportApr 27, 2026
- CLUSTER reportApr 27, 2026
- CLUSTER reportApr 22, 2026
- 8-K reportApr 15, 2026
- DEFA14A reportMar 11, 2026
- 8-K reportMar 5, 2026